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Connecticut · Private foundation

Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$192k
Granted FY2024(still arriving)
21
Grants FY2024
35
Organizations funded FY2023
57%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$500
Largest grant, FY2024
$104,600
Organizations funded a year
27 to 47
FY2017 to FY2023
States reached, FY2024
6
Total assets, FY2024
$166k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 57% of the organizations Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92 funded were first-time grantees, receiving 7% of its grant dollars.

New vs renewed · share of each year

In FY2023, 93% of grant dollars renewed an existing relationship; $24k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
Arts & CultureHealthHuman ServicesPhilanthropyInternationalEducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving21$192k48%
FY202335$348k57%
FY202237$80k51%
FY202147$166k53%
FY202039$147k67%
FY201927$194k41%
FY201832$104k56%
FY201735$111kn/a
98% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Civil Rights$399kReligion$379kHealth$243kEducation$153kInternational$69kArts & Culture$36kHuman Services$22kPhilanthropy$19kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

ME
NH
IL
MI
NY
MA
OR
OH
NJ
CT
RI
CA
UT
CO
VA
MD
DC
AL
TX
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 91 grantees
All grantees of Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92 by total granted
GranteeTotal grantedYearsShare of their budget
Temple Sholom Inc$291,8188n/a
Greenwich Hospital$110,50040%
Uja Federation of Greenwich Inc$64,44061%
Council on Foreign Relations Inc$59,18070%
Mount Sinai Medical Center Foundation$40,00080%
Jumpstart for Young Children Inc$27,15060%
New York University$25,00010%
Whamnow Inc$20,00013%
Riverdale Neighborhood House Inc$10,00020%
The Philharmonic Symphony Society of Ny Inc$10,00020%
World of Children Inc$5,00030%
Accesscircles Inc$5,00021%
Friends of the Israel Movement for Progressive Judaism$5,00010%
The Carroll School$5,00010%
Institute for the Study of Global Antisemitism and Policy$5,00011%
Impactisrael Inc$4,66530%
Anti-Defamation League$3,00010%
Untermyer Gardens Conservancy Inc$2,50010%
Crohn's & Colitis Foundation Inc$2,25030%
Greenwich International Film Festival Inc$2,00020%
Breast Cancer Alliance Inc$1,69030%
CT Against Gun Violence Inc$1,50040%
Friends of Greenwich Point$1,50041%
The Center for Discovery Inc$1,25020%
Neighbor to Neighbor Inc$1,16030%
Hebrew Wizards Inc$1,00010%
Inclusion Matters$1,0001n/a
Jewish Family Service of Stamford Inc$1,00010%
Jewish Theological Seminary of America$1,0001n/a
Simon Wiesenthal Center Inc$90030%
Federation for Jewish Philanthropy of Upper Fairfield County$72020%
Filling in the Blanks Inc$70020%
Museum of Jewish Heritage a Living Memorial to the Holocaust$68020%
Bruce Museum Inc$67510%
Pan-Massachusetts Challenge Inc$65030%
The Music Conservatory of Westchester Inc$65030%
The Greenwich Tree Conservancy Inc$60010%
Florida Hebrew University Inc$54015%
Natick Service Council Inc$50010%
Telugupeople Foundation$50011%
Family Equality$50010%
Jewish Family Services of Greenwich$50010%
United Jewish Appeal-Federation of Jewish Philanthropies of New York Inc$50010%
Breakthrough T1d$50010%
The Jordan Porco Foundation$38030%
The Greenwich Library$30020%
American Heart Association Inc$30020%
Hillel the Foundation for Jewish Campus Life$30010%
Usagainstalzheimer's$26010%
Human Rights First$25010%
Memorial Sloan-Kettering Cancer Center$25010%
Christopher Reeve Foundation$25010%
New York City Ballet Inc$25010%
New York Academy of Art$25010%
Manhattan School of Music$25010%
Reading Partners$25010%
Laurel House Inc$25010%
Hollyrod Foundation$25010%
Sistergood Inc$25011%
Rosie's Theater Kids Inc$25010%
Clowns Without Borders Inc$20010%
National Brain Tumor Society Inc$20010%
Cedars-Sinai Medical Center$20010%
Greenwich Department of Human Services Fund Inc$20010%
The Blue Card Inc$20010%
Southern Poverty Law Center Inc$20010%
The Center for Jewish History Inc$18010%
Park Avenue Synagogue Inc$1801n/a
New York Public Radio$18020%
Humane World for Animals Inc$15010%
Central Synagogue$1001n/a
Peaceplayers International$10010%
The David Sheldrick Wildlife Trust USA Inc$10010%
Temple Israel Westport Inc$1001n/a
Boys & Girls Clubs of America$1001n/a
Burleson Institute Inc$1001n/a
Susie's Senior Dogs Inc$10010%
International Dyslexia Association Inc$10010%
Donate Life America$10010%
World Central Kitchen Inc$10010%
Trinity Episcopal Cathedral$1001n/a
Connecticut Foodshare Inc$10010%
The Foundation Fighting Blindness Inc$10010%
Institute for Myeloma & Bone Cancer Research$10010%
Jewish Community Center of Harrison Inc$1001n/a
Congregation Emanu-El of Westchester$721n/a
Starfish Family Services Inc$5010%
Feeding America$5010%
Sound Beach Volunteer Services Foundation Inc$5010%
The Seeing Eye Inc$5010%
The Aurelia Foundation$5010%

What it could do for these grantees

Plus 73 recipients with no EIN on record ($617k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92 supplied at peak.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetGreenwich Hospital: $110,500 over 4y, 0.0% of budgetUja Federation of Greenwich Inc: $64,440 over 6y, 1.2% of budgetCouncil on Foreign Relations Inc: $59,180 over 7y, 0.0% of budgetMount Sinai Medical Center Foundation: $40,000 over 8y, 0.0% of budgetJumpstart for Young Children Inc: $27,150 over 6y, 0.1% of budgetNew York University: $25,000 over 1y, 0.0% of budgetWhamnow Inc: $20,000 over 1y, 2.7% of budgetRiverdale Neighborhood House Inc: $10,000 over 2y, 0.2% of budgetThe Philharmonic Symphony Society of Ny Inc: $10,000 over 2y, 0.0% of budgetWorld of Children Inc: $5,000 over 3y, 0.1% of budgetAccesscircles Inc: $5,000 over 2y, 0.9% of budgetFriends of the Israel Movement for Progressive Judaism: $5,000 over 1y, 0.5% of budgetThe Carroll School: $5,000 over 1y, 0.0% of budgetInstitute for the Study of Global Antisemitism and Policy: $5,000 over 1y, 0.7% of budgetImpactisrael Inc: $4,665 over 3y, 0.0% of budgetAnti-Defamation League: $3,000 over 1y, 0.0% of budgetUntermyer Gardens Conservancy Inc: $2,500 over 1y, 0.1% of budgetCrohn's & Colitis Foundation Inc: $2,250 over 3y, 0.0% of budgetGreenwich International Film Festival Inc: $2,000 over 2y, 0.1% of budgetBreast Cancer Alliance Inc: $1,690 over 3y, 0.0% of budgetCT Against Gun Violence Inc: $1,500 over 4y, 0.3% of budgetFriends of Greenwich Point: $1,500 over 4y, 0.9% of budgetThe Center for Discovery Inc: $1,250 over 2y, 0.0% of budgetNeighbor to Neighbor Inc: $1,160 over 3y, 0.0% of budgetHebrew Wizards Inc: $1,000 over 1y, 0.4% of budgetJewish Family Service of Stamford Inc: $1,000 over 1y, 0.0% of budgetSimon Wiesenthal Center Inc: $900 over 3y, 0.0% of budgetFederation for Jewish Philanthropy of Upper Fairfield County: $720 over 2y, 0.0% of budgetFilling in the Blanks Inc: $700 over 2y, 0.0% of budgetMuseum of Jewish Heritage a Living Memorial to the Holocaust: $680 over 2y, 0.0% of budgetBruce Museum Inc: $675 over 1y, 0.0% of budgetPan-Massachusetts Challenge Inc: $650 over 3y, 0.0% of budgetThe Music Conservatory of Westchester Inc: $650 over 3y, 0.0% of budgetThe Greenwich Tree Conservancy Inc: $600 over 1y, 0.2% of budgetFlorida Hebrew University Inc: $540 over 1y, 4.6% of budgetNatick Service Council Inc: $500 over 1y, 0.0% of budgetTelugupeople Foundation: $500 over 1y, 0.7% of budgetFamily Equality: $500 over 1y, 0.0% of budgetJewish Family Services of Greenwich: $500 over 1y, 0.0% of budgetUnited Jewish Appeal-Federation of Jewish Philanthropies of New York Inc: $500 over 1y, 0.0% of budgetBreakthrough T1d: $500 over 1y, 0.0% of budgetThe Jordan Porco Foundation: $380 over 3y, 0.0% of budgetThe Greenwich Library: $300 over 2y, 0.0% of budgetAmerican Heart Association Inc: $300 over 2y, 0.0% of budgetHillel the Foundation for Jewish Campus Life: $300 over 1y, 0.0% of budgetUsagainstalzheimer's: $260 over 1y, 0.0% of budgetHuman Rights First: $250 over 1y, 0.0% of budgetMemorial Sloan-Kettering Cancer Center: $250 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 80.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Jewish Communal FundNY23.4× affinity17 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Communal Fund · Simon and Eve Colin Foundation · Oppenheim Family Fund Inc · The Bessemer Giving Fund · The Goldman Sachs Charitable Gift Fund · Eve & Simon Colin Family Foundation · The Driesman Charitable Trust · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · The Resource Foundation Inc · S & L Marx Foundation · Panwy Foundation Inc · The Jewish Federations of North America Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92 with peer funders

About Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92

How much does Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92 give?
Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92 reported 21 grants totaling $192,026 in its FY2024 IRS filing. It funded between 27 and 47 organizations a year over FY2017 to FY2023.
What does Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92 fund?
By grant dollars over FY2017 to FY2024, its largest causes are Civil Rights (30%), Religion (28%), Health (18%).
Who are Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92's largest grantees?
By total granted over FY2017 to FY2024: Temple Sholom Inc ($292k), Greenwich Hospital ($111k), Uja Federation of Greenwich Inc ($64k).
Does Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92 fund new organizations?
In FY2023, 57% of the organizations it funded were first-time grantees.
Does Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92 accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92?
Its strongest co-funders, measured against what their size predicts, include Jewish Communal Fund, Simon and Eve Colin Foundation, Oppenheim Family Fund Inc.
Where is Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92 based?
Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92 is based in CT.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 167 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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